|
1
|
UBS Group
Zurich,
Switzerland
|
203 Mio. $
|
+5,45 Mio. $
|
+158.182
|
+3 %
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
127 Mio. $
|
+23,7 Mio. $
|
+689.298
|
+23 %
|
|
|
3
|
State Street
Boston,
Massachusetts
|
122 Mio. $
|
+6,4 Mio. $
|
+185.902
|
+6 %
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
63,8 Mio. $
|
-2,39 Mio. $
|
-69.521
|
-4 %
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
30,9 Mio. $
|
+30,5 Mio. $
|
+884.926
|
Neu
|
|
|
6
|
|
28,8 Mio. $
|
-13,7 Mio. $
|
-397.044
|
-32 %
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
28,7 Mio. $
|
+11,7 Mio. $
|
+340.801
|
+71 %
|
|
|
8
|
|
27,4 Mio. $
|
+27,1 Mio. $
|
+786.300
|
Neu
|
|
|
9
|
AssetMark Inc
Concord,
California
|
21,3 Mio. $
|
+1,58 Mio. $
|
+45.846
|
+8 %
|
|
|
10
|
Sentinel Asset Management
Montpelier,
Vermont
|
19,3 Mio. $
|
-29,1 Mio. $
|
-846.029
|
-61 %
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
14,4 Mio. $
|
+8,02 Mio. $
|
+232.990
|
+129 %
|
|
|
12
|
LPL Financial
San Diego,
California
|
13,6 Mio. $
|
+2,12 Mio. $
|
+61.688
|
+19 %
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
12 Mio. $
|
-1,16 Mio. $
|
-33.573
|
-9 %
|
|
|
14
|
Probity Advisors
Dallas,
Texas
|
10,4 Mio. $
|
+10,3 Mio. $
|
+298.260
|
Neu
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
9,7 Mio. $
|
+856.038 $
|
+24.862
|
+10 %
|
|
|
16
|
|
9,04 Mio. $
|
+999 $
|
+29
|
+0 %
|
|
|
17
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
8,66 Mio. $
|
+4,48 Mio. $
|
+130.050
|
+110 %
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
8,27 Mio. $
|
+7,89 Mio. $
|
+229.242
|
+2.987 %
|
|
|
19
|
|
7,59 Mio. $
|
-11,5 Mio. $
|
-332.732
|
-60 %
|
|
|
20
|
|
7,34 Mio. $
|
-24,4 Mio. $
|
-708.897
|
-77 %
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
7,23 Mio. $
|
+1,3 Mio. $
|
+37.815
|
+22 %
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
6,9 Mio. $
|
-1,59 Mio. $
|
-46.237
|
-19 %
|
|
|
23
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
5,17 Mio. $
|
+5,1 Mio. $
|
+148.180
|
Neu
|
|
|
24
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
5,05 Mio. $
|
+356.126 $
|
+10.343
|
+8 %
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
4,56 Mio. $
|
+1,58 Mio. $
|
+45.991
|
+54 %
|
|
